DWM
Denver Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
15,361
-93
| -0.6% | -$5.06K | 0.35% | 35 |
|
|
2025
Q1 | $791K | Sell |
15,454
-34
| -0.2% | -$1.74K | 0.36% | 35 |
|
|
2024
Q4 | $847K | Buy |
15,488
+43
| +0.3% | +$2.35K | 0.38% | 35 |
|
|
2024
Q3 | $845K | Sell |
15,445
-961
| -6% | -$52.5K | 0.39% | 37 |
|
|
2024
Q2 | $842K | Sell |
16,406
-128
| -0.8% | -$6.57K | 0.42% | 37 |
|
|
2024
Q1 | $882K | Buy |
16,534
+692
| +4% | +$36.9K | 0.45% | 34 |
|
|
2023
Q4 | $772K | Buy |
15,842
+7,254
| +84% | +$353K | 0.44% | 34 |
|
|
2023
Q3 | $376K | Buy |
+8,588
| New | +$376K | 0.24% | 50 |
|
|
2022
Q4 | – | Sell |
-5,286
| Closed | -$204K | – | 72 |
|
|
2022
Q3 | $204K | Buy |
5,286
+49
| +0.9% | +$1.89K | 0.19% | 50 |
|
|
2022
Q2 | $208K | Buy |
+5,237
| New | +$208K | 0.22% | 48 |
|
|
2021
Q4 | $434K | Buy |
+8,728
| New | +$434K | 0.42% | 25 |
|
|
2021
Q1 | $381K | Buy |
+8,072
| New | +$381K | 0.4% | 33 |
|